Enterprise Sales Engineer

Responsibilities

• Serve as the primary domain expert, supporting account executives throughout the entire sales and relationship expansion lifecycle
• Lead technical presentations for C-Suite, advisor, and other key stakeholders to showcase platform value
• Conduct deep-dive technical discovery sessions to map prospect requirements to Addepar’s solutions
• Design and build tailored demo environments and execute end-to-end proof-of-concepts, including client data ingestion
• Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with product and engineering teams
• Guide existing clients through workflow modernization and the adoption of AI-powered insights

Requirements

• 3+ years of experience in Sales Engineering or Solutions Architecture
• Strong proficiency in AI-driven software and data ecosystems
• Robust understanding of global financial markets and a broad spectrum of asset classes
• Bachelor's Degree required
• Ability to travel 10-20%

Preferred Qualifications

• Understanding of data lakehouse workflows and complex data set integration
• Relevant professional certifications such as CFA or CFP
• Advanced degree (Masters)

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Our open platform integrates with hundreds of partners to power end-to-end investment operations for clients worldwide.